Pipeliner CRM User Permissions Management

User rights management for a CRM application can be crucially important to a company. CRM is the storehouse and operating environment for sales data—which must remain accurate and in the right place always. Rights need to be accurately set for all CRM users so that data integrity and accuracy is always preserved.

Administrators will love Pipeliner CRM’s new User Permissions Management features—they have been made simple, easy and best of all, like all other Pipeliner features, visual.

User Permissions Management - simple, easy and visual

Sales Units Management - gain a better picture of the organization

User Management - all users in one place

Sales Units

Within sales units, administrators can manage unit hierarchy, and the users that are within the units. You can select and invite users to a specific sales unit, and edit their user access rights. You can select the user roles for a user.

Administrators can also indicate a Parent Sales Unit to the sales unit for users, to gain a better picture of organization. An administrator can also filter according to a Parent Sales Unit.

From the Users view, all users are listed in one place, including those that have been deactivated. Deactivated users can be reactivated with 1 click.

User Roles

Administrators can create User Roles within Pipeliner, and then set many different properties for user roles.

Slide bars set the access level for each role, and each access level has its own rights, which the administrator can also set.

Accounts can be turned completely on or off for a role.

Probably the most significant improvement that has been made in Pipeliner user rights management is in relation to multiple pipelines. Previously, a pipeline was attached to a particular sales unit, and a sales unit could only have 1 pipeline. Now, however, pipelines are attached to User Roles, and User Roles can have access to multiple pipelines. You can also decide if certain roles will have access to documents within the stages of pipelines.

Then as regards features, you can decide which Pipeliner features this particular role can change or customize. You can also select which Pipeliner settings a particular role can change or customize.